Advisory Services provided by TFO Wealth Partners, LLC. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is not a guarantee of future investment success. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. This information is confidential and may not be reproduced for any other purpose, or transmitted, in whole or in part, to any third parties without the prior written consent of TFO Wealth Partners, LLC. Please contact your Investment Adviser should you have any questions regarding the information provided in this report. Stated mutual funds include all those available to retirement plan participants. Returns do not reflect the deduction of investment advisory fees. Performance data shown represents past performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. To obtain the most recent performance data, please visit the plan recordkeeper’s website and access your account by utilizing the web address listed on page 2. Returns of greater than one year are annualized. Information from sources deemed reliable, but its accuracy cannot be guaranteed. Average annual total returns include reinvestment of dividends and capital gains. Consider the investment objectives, risks, and charges and expenses of mutual funds carefully before investing. For this and other information about the available mutual funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (310) 395-8005; on the Internet at www.dimensional.com; or, by mail, DFA Securities Inc., c/o Dimensional Fund Advisors, 1299 Ocean Avenue, Santa Monica, CA 90401. DFA is unaffiliated with TFO Wealth Partners, LLC. Advisory fees are separate and distinct from the fees and expenses charged by mutual funds to their shareholders. To request additional information, please call TFO Wealth Partners, LLC at 419-891-9999. Important Disclosures